WORCESTER, MA
Allocation by class
Portfolio Concentration
Top 3 weight
42.8%
Top 10 weight
69.2%
Voting Authority Distribution
Total shares with voting rights: 1.09M
Full voting authority
0.00
shares
Joint voting authority
861.49K
shares
No voting authority
225.59K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 158.71K | SH | $50.92M 30.38% | 0.00 | 0.00 | 158.71K |
WALMART INCDFND | COM | 95K | SH | $11.81M 7.04% | 0.00 | 95K | 0.00 |
ABBVIE INCDFND | COM | 41.70K | SH | $9.07M 5.41% | 0.00 | 41.70K | 0.00 |
APPLE INCDFND | COM | 32.40K | SH | $8.22M 4.91% | 0.00 | 32.40K | 0.00 |
XCEL ENERGY INCDFND | COM | 91.71K | SH | $7.29M 4.35% | 0.00 | 91.71K | 0.00 |
JOHNSON & JOHNSONDFND | COM | 26.80K | SH | $6.55M 3.91% | 0.00 | 26.80K | 0.00 |
PUBLIC SVC ENTERPRISE GRP INDFND | COM | 80.50K | SH | $6.52M 3.89% | 0.00 | 80.50K | 0.00 |
NEXTERA ENERGY INCDFND | COM | 60K | SH | $5.57M 3.32% | 0.00 | 60K | 0.00 |
SPDR SERIES TRUSTDFND | STATE STREET SPD | 66.88K | SH | $5.12M 3.05% | 0.00 | 0.00 | 66.88K |
PEPSICO INCDFND | COM | 31.20K | SH | $4.85M 2.89% | 0.00 | 31.20K | 0.00 |
WASTE MGMT INC DELDFND | COM | 20K | SH | $4.60M 2.74% | 0.00 | 20K | 0.00 |
MCDONALDS CORPDFND | COM | 14.60K | SH | $4.54M 2.71% | 0.00 | 14.60K | 0.00 |
MERCK & CO INCDFND | COM | 35K | SH | $4.21M 2.51% | 0.00 | 35K | 0.00 |
MICROCHIP TECHNOLOGY INC.DFND | COM | 62.55K | SH | $4.04M 2.41% | 0.00 | 62.55K | 0.00 |
AMGEN INCDFND | COM | 10.10K | SH | $3.55M 2.12% | 0.00 | 10.10K | 0.00 |
PAYCHEX INCDFND | COM | 35.40K | SH | $3.26M 1.95% | 0.00 | 35.40K | 0.00 |
PHILLIPS 66DFND | COM | 16.90K | SH | $3.08M 1.84% | 0.00 | 16.90K | 0.00 |
EXXON MOBIL CORPDFND | COM | 18K | SH | $3.05M 1.82% | 0.00 | 18K | 0.00 |
EXELON CORPDFND | COM | 56K | SH | $2.75M 1.64% | 0.00 | 56K | 0.00 |
UNITED PARCEL SERVICE INCDFND | CL B | 26.60K | SH | $2.62M 1.56% | 0.00 | 26.60K | 0.00 |
AIR PRODS & CHEMS INCDFND | COM | 9K | SH | $2.61M 1.56% | 0.00 | 9K | 0.00 |
ALLIANT ENERGY CORPDFND | COM | 32.68K | SH | $2.34M 1.40% | 0.00 | 32.68K | 0.00 |
MICROSOFT CORPDFND | COM | 5K | SH | $1.85M 1.10% | 0.00 | 5K | 0.00 |
CISCO SYS INCDFND | COM | 20K | SH | $1.55M 0.93% | 0.00 | 20K | 0.00 |
CMS ENERGY CORPDFND | COM | 20K | SH | $1.55M 0.93% | 0.00 | 20K | 0.00 |